Holders — by stockHoldings — by fund
Insight Holdings Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1305473
$1.32B
disclosed book value
30
positions
20.2%
largest position share
Positions, as of 2026-06-30
top 30 of 30 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | EQUIPMENTSHARE COM INC | 13.5M | $265.9M | 20.2% |
| 2 | HAWKEYE 360 INC | 9.1M | $183.4M | 13.9% |
| 3 | NVDANVIDIA CORPORATION | 643,340 | $128.7M | 9.8% |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 234,645 | $112.1M | 8.5% |
| 5 | AMZNAMAZON COM INC | 404,905 | $96.5M | 7.3% |
| 6 | GOOGLALPHABET INC | 260,530 | $93.1M | 7.1% |
| 7 | METAMETA PLATFORMS INC | 93,015 | $52.4M | 4% |
| 8 | COURCOURSERA | 8.9M | $50.4M | 3.8% |
| 9 | STUBSTUBHUB | 3.4M | $44.2M | 3.4% |
| 10 | AAPLAPPLE INC | 131,050 | $37.9M | 2.9% |
| 11 | BEBLOOM ENERGY CORP | 87,725 | $26.6M | 2% |
| 12 | SPCXSPACE EXPLORATION TECH | 150,000 | $25.6M | 1.9% |
| 13 | AMATAPPLIED MATERIAL INC | 31,595 | $22.8M | 1.7% |
| 14 | MUMICRON TECHNOLOGY INC | 16,185 | $18.7M | 1.4% |
| 15 | SHOPSHOPIFY INC | 153,440 | $17.5M | 1.3% |
| 16 | AVGOBROADCOM INC | 39,405 | $14.9M | 1.1% |
| 17 | THE REAL BROKERAGE INC | 7.0M | $12.7M | 1% |
| 18 | AMDADVANCED MICRO DEVICES | 20,370 | $11.8M | 0.9% |
| 19 | LRCXLAM RESEARCH CORP | 25,430 | $11.0M | 0.8% |
| 20 | SPOTIFY TECHNOLOGY SA | 21,765 | $10.0M | 0.8% |
| 21 | PANWPALO ALTO NETWORKS | 29,035 | $9.9M | 0.8% |
| 22 | TXNTEXAS INSTRUMENTS | 32,920 | $9.8M | 0.7% |
| 23 | AXONAXON ENTERPRISE INC | 16,025 | $9.0M | 0.7% |
| 24 | KYVERNA THERAPEUTICS INC | 989,054 | $8.8M | 0.7% |
| 25 | MTSIMACOM TECH SOLUTIONS HLDGS I | 23,080 | $8.8M | 0.7% |
| 26 | LITELUMENTUM HOLDINGS INC | 9,380 | $8.0M | 0.6% |
| 27 | SEAGATE TECHNOLOGY HOLDINGS | 8,150 | $7.9M | 0.6% |
| 28 | CEGCONSTELLATION ENERGY CORP | 27,245 | $6.8M | 0.5% |
| 29 | INTCINTEL CORP | 45,605 | $6.4M | 0.5% |
| 30 | QUANTINUUM INC | 50,000 | $4.1M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.